FOCUS PARTNERS WEALTH, LLC

CRD 159289 · SEC 801-72862

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190 CARONDELET PLAZA, SUITE 600, ST. LOUIS, MO, 63105, United States

Phone

(314) 725-0455

Fax

(314) 723-7022

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$181.86B

Discretionary AUM

$148.24B

Team

1915 total employees; 1025 advisory reps; 1500 broker-dealer reps

Clients

More than 500

Fees

Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees; REV. SHARING W/ FRS AND ON ELIGIBLE CREDIT & CASH MGMT SOLUTIONS

Org form

Limited Liability Company

Filing date

2026-04-30

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminarsTAX PREP. SRVCS, DISPUTE RESOLUTION SRVCS, FAMILY OFFICE SRVCS, BUS. MGMT. SRVCS, INS. SOLUTIONS, CREDIT & CASH MGMT SOLUTIONS.

Client types

Type	Clients	AUM
Individuals	30825	$13.52B
High net worth individuals	30177	$142.52B
Investment companies	4	$1.53B
Pooled investment vehicles	25	$2.97B
Pension/profit sharing plans	535	$9.31B
Charitable organizations	388	$4.46B
State/municipal entities	42	$3.61B
Other investment advisers	12	$699.0M
Insurance companies	2	$8.0M
Corporations/business entities	456	$3.23B

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD